Estate and Legacy Planning

Cal Bear offers free webinars to provide you with information on estate planning including living trusts, wills, IRAs and other topics. Each webinar in our "Virtual Classroom" is only five to six minutes long. Plus when you're ready to start your own estate plan, just click the "I Want to Start My Trust Plan Now" link on our Virtual Classroom site.

During our webinars, you'll hear from
our Legacy Planning Media Educator,
Craig Nelson as well as legal expert,
author and national speaker, Danielle
Mayoras. Danielle presents her guide
to living trusts and powers of attorney.
Her online video classes have a variety
of information and tips to help you plan
for and protect your family's future.
You will also learn about IRA planning and concepts taught by Craig
that could help save your family thousands of dollars in taxation!

CLICK HERE to check out our Virtual Classroom!


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